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Ruby API Pack ActiveCampaign Agent Guide

Repository Snapshot

Field Value
Project team project-ruby
Repository role ActiveCampaign API client
Package/artifact ruby_api_pack_active_campaign
Validation gate bundle exec rspec + bundle exec rubocop + gem build ruby_api_pack_active_campaign.gemspec

Standard Authority Model

Agent Role Authority
Claude Code Lead implementation and validation CLAUDE.md
OpenAI Codex Documentation, release readiness, stabilization, and repo hygiene CODEX.md
ChatGPT Strategy, coordination, prompt design, and external review Support only
GitHub Copilot Development assistance COPILOT.md
Google Jules Bounded automated maintenance JULES.md

Bradley Potts holds final authority for commits, merges, tags, publishing, and releases.

Cross-Repo Access

This repo may be worked on standalone or alongside any combination of other PHCDevworks repos — do not assume the company root or sibling project areas are present. The following rules are self-contained and apply whether or not that broader context is available.

File access. An agent working in this repo has full read/write access to every file in this repo. When this repo is present alongside other PHCDevworks repos (company root or sibling project-* areas), the same full read/write access extends to those repos too — there is no per-repo access restriction anywhere in this workspace. What differs repo-to-repo is not access, it's editorial ownership: each repo's own CLAUDE.md/AGENTS.md still governs what changes make sense there (design-token authority, layer boundaries, etc.) — being able to open and edit a file is not the same as it being this repo's job to change it.

Cross-repo changelog sync. When a change in this repo has direct downstream or upstream impact on another present repo (e.g. a breaking token rename, an API contract change), an agent may append a CHANGELOG.md [Unreleased] entry directly into that other repo's own changelog — not just leave a note asking its owner to add it. Rules:

  1. Only append new [Unreleased] entries — never edit, reorder, or remove another repo's existing changelog entries, version headers, or release history.
  2. Every cross-repo entry must be self-contained and attributed: which repo caused it and why, what changed from the affected repo's perspective, and the date added.
  3. Add it in the same change that produced the impact, not a later session.
  4. This never grants release authority — cutting a release, bumping a version header, or publishing a package stays gated by that repo's own release process and the human owner's final sign-off.

TODO/roadmap requests. When work here surfaces a need that belongs to another repo, an agent may append the request directly to that repo's own TODO.md under a clearly labeled "Requested by Downstream" section (create it if absent), stating which repo is requesting it, why, the date, and a link back if the other repo's TODO.md/ROADMAP.md is reachable.

No AI agent creates commits, tags, publishes packages, or merges changes in this repo or any other unless that repo's own agent guide explicitly grants that authority or the human owner has explicitly requested the action.

Standard Handoff

Every AI-prepared change should report files changed, validation performed, public behavior or contract impact, and unresolved risks. Do not edit generated outputs directly. Do not update CHANGELOG.md unless the change is release-relevant.

This repository is maintained by PHCDevworks and contains the ruby_api_pack_active_campaign Ruby gem for ActiveCampaign API helpers.

Upstream Requests and Roadmap Self-Expansion

Full directive: project-team AGENTS.md "Upstream Requests and Roadmap Self-Expansion." Applied to this repo:

  • This gem has no upstream or downstream dependency on any other repo within this workspace — it is an independent gem; do not invent a relationship. Any consuming Rails application lives outside this workspace.
  • No repo in this workspace is known to depend on this gem. If one ever does, it should append requests to this repo's own TODO.md under ## Requested by Downstream, kept visible and separate from self-planned work.
  • This repo's own ROADMAP.md may be proactively expanded with new or reordered phases by the agent's own analysis — but never mark a phase delivered without bundle exec rspec, bundle exec rubocop, and gem build ruby_api_pack_active_campaign.gemspec all passing, and never introduce a dependency on another project-ruby gem without an explicit architectural decision (see project-ruby/CLAUDE.md "How the Repos Relate").
  • Surface any new TODO request or roadmap expansion in the handoff for Bradley Potts in the same change it was made, and reflect cross-repo-relevant changes in the project-team's own ROADMAP.md/TODO.md.

Shared Source Rules

Path Status Notes
lib/ruby_api_pack_active_campaign.rb May edit carefully Public gem entry point
lib/ruby_api_pack_active_campaign/configuration.rb May edit carefully Public configuration hooks
lib/ruby_api_pack_active_campaign/connection/ May edit Centralized HTTP behavior
lib/ruby_api_pack_active_campaign/api/ May edit Public ActiveCampaign helper surface
lib/ruby_api_pack_active_campaign/version.rb May edit for releases Gem version authority
spec/ May edit Required for behavior changes
README.md, CHANGELOG.md, docs May edit Keep public guidance synchronized
Credentials, secrets, tokens, production contact data Never commit Do not expose ActiveCampaign credentials or customer data

Full validation command:

bundle exec rspec
bundle exec rubocop
gem build ruby_api_pack_active_campaign.gemspec

Core Rules

  1. Treat configuration, connection behavior, API helpers, and specs as the public behavior contract.
  2. Keep ActiveCampaign credentials behind configuration hooks.
  3. Do not log or document live API tokens, production account URLs, contact data, request payloads, or response bodies containing sensitive data.
  4. Keep HTTParty access centralized through the connection wrapper.
  5. Update README and changelog when public usage changes.
  6. Add focused tests for changed API helper behavior.
  7. Preserve unrelated local changes.

Agent-Specific Guides

  • CLAUDE.md - primary implementation workflow.
  • CODEX.md - documentation, release readiness, and stabilization workflow.
  • COPILOT.md and .github/copilot-instructions.md - IDE support workflow.
  • JULES.md - bounded automated maintenance workflow.

Pull Request Creation

Every agent that opens a PR must populate every section of the repository PR template:

  • Linked issue - issue number (#N) or N/A
  • Summary of changes - one or two bullets
  • Change type - additive, behavior change, breaking, or docs/config only
  • Checklist - completed items checked; blocked items left unchecked with a note

Never submit a PR with an empty body or only template headings.